Signature Wealth Management Partners’s Phillips 66 PSX Stock Holding History

Signature Wealth Management Partners’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Hold	1,765	–	–	0.14%	96
2026 Q1	$322K	Hold	1,765	–	–	0.16%	90
2025 Q4	$228K	Hold	1,765	–	–	0.11%	109
2025 Q3	$240K	Hold	1,765	–	–	0.13%	101
2025 Q2	$211K	Hold	1,765	–	–	0.12%	101
2025 Q1	$218K	Hold	1,765	–	–	0.14%	97
2024 Q4	$201K	Hold	1,765	–	–	0.14%	100
2024 Q3	$232K	Hold	1,765	–	–	0.17%	91
2024 Q2	$249K	Hold	1,765	–	–	0.19%	87
2024 Q1	$288K	Sell	1,765 -35	-2%	-$5.04K	0.23%	82
2023 Q4	$240K	Hold	1,800	–	–	0.21%	87
2023 Q3	$216K	Buy	+1,800	New	+$202K	0.21%	86

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Signature Wealth Management Partners's PSX Position: Q2 2026 in Review

Signature Wealth Management Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 1,765 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #96.

Signature Wealth Management Partners first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $322K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Signature Wealth Management Partners held 1,765 shares of Phillips 66 worth $298K as of Q2 2026.
Signature Wealth Management Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.14% of Signature Wealth Management Partners's portfolio in Q2 2026, its #96 holding.
Signature Wealth Management Partners first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
Signature Wealth Management Partners's Phillips 66 position peaked at $322K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.